Self Managed Super Fund

Get the right information and advise for your home loans

What is Self Managed Super Fund

Many people believe superannuation is an investment but it can be best described as a TAX SYSTEM. If money or investments are set aside for retirement and you meet certain legislative requirements, then you qualify for tax concessions.

Our Financial Planners will show you how you can:

Set up your own super fund

Take advantage of some amazing benefits through the super system to help reduce tax and protect your assets

Use your superannuation as a deposit for your next investment property

Advantages of SMSF

Many people believe superannuation is an investment but it can be best described as a TAX SYSTEM.

If money or investments are set aside for retirement and you meet certain legislative requirements, then you qualify for tax concessions. Unlike some common belief, investing in the sharemarket is only one of the many options you can have in superannuation.

You can invest in other things such as gold, cash, bank term deposits and even investment properties.There are many types of institutional superannuation funds on the market and even though some give you more choices than others, choices are limited.

Most of them do not allow you to have direct residential property.Instead of investing through an institutional superannuation fund, you can create your own superannuation fund – called a Self Managed Superannuation Fund (SMSF)

A key benefit of running your own superannuation fund is that you have control and wider choices of investments.

Some of the Advantages of Self Managed Supper Funds include

Control of your investments

Savings on fees if you have higher investment balances

Ability to hold many type of direct investments such as bank deposits, shares and property

Tax is payable after the lodgement of tax returns. Most institutional super funds will deduct tax upfront

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